Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
+$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,458
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23.2M
3
+$19M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$15.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.3M

Top Sells

1
+$28M
2
+$23.9M
3
+$18.3M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$9.7M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$8.32M

Sector Composition

1 Technology 6.41%
2 Financials 4.96%
3 Healthcare 3.94%
4 Consumer Discretionary 3.62%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.34M 0.04%
156,575
+6,320
477
$4.33M 0.04%
81,262
-2,024
478
$4.33M 0.04%
104,898
-3,897
479
$4.32M 0.04%
104,936
-5,380
480
$4.3M 0.04%
190,136
+11,512
481
$4.29M 0.04%
116,491
+35,663
482
$4.29M 0.04%
23,858
-8,047
483
$4.28M 0.04%
77,085
+22,516
484
$4.27M 0.04%
71,961
+3,820
485
$4.27M 0.04%
265,905
-14,055
486
$4.21M 0.04%
94,753
+43,264
487
$4.21M 0.04%
27,568
-1,825
488
$4.21M 0.04%
31,688
+9,633
489
$4.2M 0.04%
201,043
+158,583
490
$4.19M 0.04%
32,735
+1,005
491
$4.18M 0.04%
41,708
+801
492
$4.18M 0.04%
27,530
+124
493
$4.17M 0.04%
111,513
-7,727
494
$4.16M 0.04%
184,123
+14,456
495
$4.15M 0.04%
48,574
+4,645
496
$4.14M 0.04%
55,392
-6,663
497
$4.13M 0.04%
65,929
-870
498
$4.11M 0.04%
417,596
+58,679
499
$4.11M 0.04%
148,930
+17,620
500
$4.11M 0.04%
48,193
+1,955
18 19
20
21 22